AIA

Armor Investment Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$706K
3
+$560K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$552K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$491K

Top Sells

1
+$1.45M
2
+$73.9K
3
+$39.3K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$36K
5
XOM icon
Exxon Mobil
XOM
+$27.9K

Sector Composition

1 Technology 7.52%
2 Financials 7.31%
3 Utilities 6.68%
4 Consumer Discretionary 6.54%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.63M 5.39%
72,994
+6,755
2
$7.25M 5.12%
79,240
+5,371
3
$4.94M 3.49%
39,696
+1,316
4
$4.92M 3.48%
21,397
+2,400
5
$4.9M 3.46%
22,386
+1,397
6
$4.73M 3.34%
29,470
+1,829
7
$4.53M 3.2%
82,023
+4,287
8
$3.72M 2.63%
40,659
+1,580
9
$3.63M 2.56%
33,245
+3,402
10
$3.32M 2.35%
32,568
+3,028
11
$2.92M 2.06%
50,500
+4,519
12
$2.83M 2%
22,283
+1,098
13
$2.79M 1.97%
10,383
-61
14
$2.64M 1.86%
44,911
+3,296
15
$2.64M 1.86%
42,927
+2,109
16
$2.56M 1.8%
18,313
+1,582
17
$2.4M 1.7%
110,737
+4,554
18
$2.21M 1.56%
9,053
19
$1.99M 1.41%
36,564
+6,714
20
$1.98M 1.4%
26,384
+1,915
21
$1.93M 1.36%
168,316
+2,251
22
$1.91M 1.35%
83,581
+69,949
23
$1.9M 1.34%
88,740
+4,479
24
$1.9M 1.34%
83,424
+2,010
25
$1.89M 1.33%
14,494
+138
1
2 3 4 5